Client Account Manager / Client Account Manageress

Your Role

Are you curious, proactive, and always striving to make a positive impact on clients? We’re looking for a Client Account Manager WM to join our team.

Key Responsibilities

• Support client advisors in delivering exceptional client service and experience.
• Assist client advisors with administrative, risk, legal, and compliance-related tasks.
• Manage daily business in UHNW client servicing while providing high-quality support.
• Serve as the entry point for processing client orders, including stock orders, foreign exchange, loans, and deposits.
• Act as the direct contact for clients regarding daily banking activities and administrative work.
• Oversee daily client transactions and address inquiries and troubleshooting.
• Perform account maintenance and client-related processes such as account opening and closing, suitability reviews, and KYC due diligence.
• Assist client advisors during business trips and help prepare for client meetings.

Your Team

The potential role is with the Client Service Team (CST) UHNW APAC Switzerland, located in Zurich. As a Client Account Manager, you'll play a vital role in delivering bespoke client services. Our collaborative efforts aim to manage, preserve, and grow the wealth of our clients through strong partnerships at every stage of their journey.

Diversity helps us grow together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion, which strengthens our business and adds value to our clients.

Your Expertise

• Experience in financial services, ideally within a client-facing team or other relevant commercial experience in the financial services industry.
• Unwavering attention to detail, even under pressure.
• A team player who remains calm while managing conflicting priorities.
• Able to work with discretion, tactfulness, and adaptability to changing demands.
• Fluency in English and Chinese is essential.

How to Apply

Apply online using the form below. Please note that only applications matching the job profile will be considered.

Join Us

At UBS, we recognize that our people, with their diverse skills, experiences, and backgrounds, drive our ongoing success. We are dedicated to our craft and passionate about prioritizing our employees by providing new challenges, a supportive team, opportunities for growth, and flexible working options when possible. Our inclusive culture brings out the best in our employees, no matter where they are in their career journey. We believe that great work is never done alone; collaboration is at the heart of everything we do.

We are committed to disability inclusion. If you need reasonable accommodations throughout our recruitment process, please feel free to reach out to us.

Internal Details

UBS Business Solutions SA
Recruiter: Lukasz Bidzinski

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and strive to empower each individual while supporting the diverse cultures, perspectives, skills, and experiences within our workforce.